Finance Assistant at Envision Motors of Milpitas

Automotive Finance Assistant Job DutiesFinance & Documentation SupportPrepare and review all finance and lease documents for accuracy and compliance with dealership lender and state regulations.Gather customer information and verify required documents (drivers license insurance income verification etc.).Process credit applications and submit them to approved lenders.Maintain digital and physical deal jackets ensuring all paperwork is completed and filed correctly.Customer AssistanceAssist customers in understanding financing options warranty plans and protection products.Provide clear explanations of loan terms payment schedules and contract obligations.Coordinate with the sales team to ensure a smooth transition from vehicle purchase to financing.Lender CommunicationCommunicate with banks and credit unions to obtain approvals update deal status and resolve discrepancies.Track lender funding and follow up on any missing or pending documents.Maintain strong relationships with financial institutions.Data Entry & System ManagementEnter customer and deal information into dealership management systems (DMS) CRM and lender portals.Update inventory deal numbers and financial records as needed.Run credit reports and input data into finance software.Compliance & Audit SupportEnsure all deals follow federal and state laws (e.g. Truth in Lending Privacy Act OFAC).Assist with internal audits by maintaining accurate and complete paperwork.Monitor signatures disclosures and required forms to avoid funding delays.Administrative & Operational TasksManage office supplies forms and finance-related materials.Assist the Finance Manager with daily tasks and special projects.Support dealership operations with scanning printing and organizing files.Handle phone calls customer inquiries and appointment scheduling.Reporting & RecordkeepingGenerate daily weekly or monthly finance reports as requested by management.Track contracts-in-transit funding delays and deal status.Maintain organized logs of customer deliveries warranties and aftermarket sales. Key Skills Data Entry,Financial Services,Debits & Credits,Math,QuickBooks,Accounting,Office Experience,Securities Law,Microsoft Excel,Administrative Experience,negotiation,Bookkeeping Employment Type : Full-Time Experience: years Vacancy: 1